Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Germana is a financial advisor with Wells Fargo Clearing Services, LLC in RADNOR, Pennsylvania. Michael has over 10 years of experience in the financial services industry. Michael is a Registered Representative and Investment Advisor Representative and holds Series 7, Series 66 and SIE licenses. Michael previously worked at LPL FINANCIAL LLC, CITIZENS SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and FINANCIAL NETWORK INVESTMENT CORPORATION.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/07/2017 - Present
Wells Fargo Clearing Services, LLC (RADNOR PA)
PA
12/21/2015 - 03/08/2017
LPL FINANCIAL LLC (BLUE BELL PA)
PA
05/15/2012 - 12/21/2015
CITIZENS SECURITIES, INC. (POTTSTOWN PA)
NJ
11/10/2010 - 05/14/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
05/31/2010 - 07/28/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (CONSHOHOCKEN PA)
BOTH
Issued 06/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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